|
Institutional
Holders
Total
Institutions:
|
75 2 |
|
Total
shares held :
|
5,144,800 |
|
% of shares
held :
|
57.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
465,382 |
|
% of shares
held change :
|
5.17% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1648 |
- |
2024-03-31 |
770,329 |
$29,273,000 |
34,952 |
|
Sequoia Financial Advisors LLC |
68 |
- |
2024-03-31 |
706,941 |
$26,864,000 |
15,231 |
|
AFFINIA FINANCIAL GROUP LLC |
4 |
- |
2023-06-30 |
632,914 |
$21,465,000 |
3,443 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
625 |
- |
2024-03-31 |
381,834 |
$14,510,000 |
19,829 |
|
WNY Asset Management LLC |
13 |
- |
2024-03-31 |
306,347 |
$11,641,000 |
145 |
|
Souders Financial Advisors |
15 |
- |
2024-03-31 |
274,201 |
$10,420,000 |
3,358 |
|
Rockefeller Capital Management L.P. |
491 |
- |
2024-03-31 |
267,194 |
$10,153,000 |
153,548 |
|
YARGER WEALTH STRATEGIES LLC |
2 |
- |
2024-03-31 |
239,520 |
$9,102,000 |
126,772 |
|
Cetera Investment Advisers |
1008 |
- |
2024-03-31 |
123,840 |
$4,706,000 |
96,115 |
|
Stratos Wealth Advisors LLC |
90 |
- |
2024-03-31 |
118,096 |
$4,488,000 |
204 |
|
FMR LLC |
1984 |
- |
2024-03-31 |
112,407 |
$4,271,000 |
110,248 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
886 |
- |
2024-03-31 |
101,925 |
$3,873,000 |
216 |
|
FINANCIAL NETWORK |
754 |
- |
2024-03-31 |
95,341 |
$3,623,000 |
7,637 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
79,304 |
$3,014,000 |
24,290 |
|
WADE G W & INC |
145 |
- |
2023-12-31 |
77,796 |
$2,744,000 |
30,892 |
|
Adviser Investments LLC |
234 |
- |
2024-03-31 |
55,086 |
$2,093,000 |
2,125 |
|
ADVISORY SERVICES NETWORK, LLC |
541 |
- |
2024-03-31 |
39,998 |
$1,520,000 |
300 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
989 |
- |
2024-03-31 |
27,508 |
$1,045,000 |
12,596 |
|
Capital Advisors Ltd. LLC |
99 |
- |
2024-03-31 |
26,590 |
$1,010,000 |
1,278 |
|
COZAD ASSET MANAGEMENT INC |
194 |
- |
2024-03-31 |
24,667 |
$937,000 |
3,445 |
|
BB&T CORP |
1658 |
- |
2024-03-31 |
22,518 |
$856,000 |
263 |
|
Aptus Capital Advisors LLC |
411 |
- |
2024-03-31 |
20,549 |
$781,000 |
1,110 |
|
Continuum Advisory LLC |
186 |
- |
2024-03-31 |
19,586 |
$743,000 |
5,139 |
|
Perigon Wealth Management LLC |
446 |
- |
2024-03-31 |
19,018 |
$723,000 |
1,138 |
|
Garden State Investment Advisory Services LLC |
104 |
- |
2024-03-31 |
14,544 |
$551,000 |
1,833 |
|
WELLS FARGO & CO/MN |
3361 |
- |
2024-03-31 |
13,702 |
$521,000 |
13,702 |
|
John W. Brooker & Co. CPAs |
53 |
- |
2024-03-31 |
13,146 |
$500,000 |
2,723 |
|
ROYAL BANK OF CANADA |
3605 |
- |
2024-03-31 |
10,653 |
$405,000 |
6,056 |
|
Goss Wealth Management LLC |
1550 |
- |
2024-03-31 |
9,024 |
$343,000 |
2,031 |
|
SYNOVUS FINANCIAL CORP |
738 |
- |
2024-03-31 |
8,106 |
$308,000 |
24 |
|
JANNEY MONTGOMERY SCOTT LLC |
2380 |
- |
2024-03-31 |
7,168 |
$272,000 |
7,168 |
|
Dynamic Advisors Solutions LLC |
787 |
- |
2024-03-31 |
7,056 |
$268,000 |
20 |
|
Geneos Wealth Management Inc. |
640 |
- |
2024-03-31 |
6,775 |
$257,000 |
90 |
|
AdvisorNet Financial Inc |
617 |
- |
2024-03-31 |
2,800 |
$106,000 |
8 |
|
HARBOUR INVESTMENTS INC. |
1213 |
- |
2023-12-31 |
2,319 |
$82,000 |
679 |
|
First Pacific Financial |
198 |
- |
2024-03-31 |
795 |
$30,000 |
586 |
|
Farther Finance Advisors LLC |
1384 |
- |
2024-03-31 |
748 |
$28,000 |
2 |
|
ICA Group Wealth Management LLC |
689 |
- |
2024-03-31 |
719 |
$27,000 |
125 |
|
|
38 Records found
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1
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